|
1951
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$225K
|
+$206K
|
1
|
0.02%
|
New
|
|
|
1952
|
Monterey Private Wealth
Monterey,
California
|
$225K
|
+$206K
|
1
|
0.13%
|
New
|
|
|
1953
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$225K
|
+$206K
|
1
|
0.12%
|
New
|
|
|
1954
|
WBH Advisory
Baltimore,
Maryland
|
$225K
|
+$190K
|
1
|
0.04%
|
New
|
|
|
1955
|
Arax Advisory Partners
Denver,
Colorado
|
$224K
|
+$144K
|
1
|
0.03%
|
Increased
|
|
|
1956
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$223K
|
+$204K
|
1
|
0.03%
|
New
|
|
|
1957
|
Bell Bank
Fargo,
North Dakota
|
$222K
|
+$203K
|
1
|
0.03%
|
New
|
|
|
1958
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$222K
|
+$203K
|
1
|
0.14%
|
New
|
|
|
1959
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$222K
|
+$203K
|
1
|
0.13%
|
New
|
|
|
1960
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$221K
|
+$202K
|
1
|
0.03%
|
New
|
|
|
1961
|
Investment Partners
New Philadelphia,
Ohio
|
$221K
|
+$202K
|
1
|
0.12%
|
New
|
|
|
1962
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$221K
|
+$202K
|
1
|
0.04%
|
New
|
|
|
1963
|
Rockbridge Investment Management
Syracuse,
New York
|
$219K
|
+$8.36K
|
1
|
0.04%
|
Increased
|
|
|
1964
|
|
$218K
|
+$199K
|
1
|
0.02%
|
New
|
|
|
1965
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$218K
|
+$199K
|
1
|
0.08%
|
New
|
|
|
1966
|
Palladium Partners
Norfolk,
Virginia
|
$218K
|
+$199K
|
1
|
0.01%
|
New
|
|
|
1967
|
RiverTree Advisors
Winter Park,
Florida
|
$216K
|
+$197K
|
1
|
0.17%
|
New
|
|
|
1968
|
TRUADVICE
Sarasota,
Florida
|
$216K
|
+$195K
|
1
|
0.07%
|
New
|
|
|
1969
|
Towerpoint Wealth
Sacramento,
California
|
$215K
|
+$197K
|
1
|
0.11%
|
New
|
|
|
1970
|
&Partners
Nashville,
Tennessee
|
$214K
|
+$196K
|
1
|
0.18%
|
New
|
|
|
1971
|
Holt Capital Partners
Fort Worth,
Texas
|
$213K
|
+$195K
|
1
|
0.05%
|
New
|
|
|
1972
|
Stonebridge Capital Management
Los Angeles,
California
|
$213K
|
+$195K
|
1
|
0.09%
|
New
|
|
|
1973
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$212K
|
+$194K
|
1
|
0.01%
|
New
|
|
|
1974
|
Frisch Financial Group
Melville,
New York
|
$211K
|
+$193K
|
1
|
0.08%
|
New
|
|
|
1975
|
Accredited Investors
Edina,
Minnesota
|
$210K
|
+$192K
|
1
|
0.04%
|
New
|
|